Long-term investor

Benchmark Financial Wealth Advisors, LLC @benchmarkfinancialwealth

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001757706).

Record

  • Tracked since 2025-06-30 (431 days), 106 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.2% · 6 months +10.5% · 1 year +18.4% · all +18.4%
  • Max drawdown -2.3% · Sharpe 1.05 · win rate 18% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524805 · 7.2% · long · since 2025-06-30
  • 922908769 · 7.1% · long · since 2025-06-30
  • 78462F103 · 6.9% · long · since 2025-06-30
  • 25861R105 · 5.9% · long · since 2025-06-30
  • 464287150 · 4.8% · long · since 2025-06-30
  • 464287200 · 3.9% · long · since 2025-06-30
  • NVDA · 3.2% · long · since 2025-06-30
  • 464289438 · 2.8% · long · since 2025-06-30
  • 69374H881 · 2.8% · long · since 2025-06-30
  • 464287804 · 2.7% · long · since 2025-06-30
  • 72201R866 · 2.7% · long · since 2025-06-30
  • 233051200 · 2.6% · long · since 2025-06-30

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